Keyboard shortcuts
Keyboard shortcuts
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Keyboard Shortcuts
Close comes with a set of keyboard shortcuts that can significantly improve your workflow efficiency. To see the list of keyboard shortcuts available, just hit the question mark button ? on your keyboard from any page and you'll see a pop-up window listing them all.
On any page
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Show keyboard shortcuts |
|
| Focus the search input |
|
| Create a new lead |
|
| Submit the current form |
|
| Go back to the previous page |
|
| Go forward to the next page |
|
| Reload the page |
On a Lead page
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Search for activities |
|
| Dial/call lead's primary phone number |
|
| SMS lead's primary phone number |
|
| Email lead's primary email address |
|
| Create a new note |
|
| Next/Previous lead (if from search) |
On a call
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Hang up current call |
On a Dialer
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Hang up current call/pause dialing |
|
| Call next lead |
On Inbox, Leads search, or Smart Views
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Select the next/previous item in the list |
|
| In Search: go to selected lead |
|
| Open selected lead in a new window |
|
| Call currently selected lead |
|
| Email currently selected lead |
On Inbox
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Check or uncheck active item |
|
| Mark selected item(s) as "Done" |
|
| Reply to currently opened email |
|
| Reply All to currently opened email |
|
| Forward currently opened email |
|
| Go to the lead of the active item |
On a Smart View
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Start/continue a Dialer |
In the Editor
Mac shortcut | Windows shortcut | Action |
|---|---|---|
|
| Open Quick Insert Menu |
Command Palette
In addition to keyboard shortcuts, you can also access any page with by using the command palette menu. This can be opened by pressing Command + k on MacOS, and crtl + k on Windows.
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Anyone who prefers using the keyboard instead of navigating with a mouse will find navigating Close to be a breeze. Here are some commands to try:
Jump to any Smart View: Go to Smart View: [Smart View name]
Jump to any settings page or tab: E.g., type “email templ” to go to Settings > Communication > Templates & Snippets > Email
Switch orgs by typing “Switch to org: [org name]”
Create a lead by typing “Create lead” or “New lead”
Below is a full list of commands specific to areas of Close.
On Lead page
Dial a Lead's primary phone number
Log a call with Lead's primary phone number
Send an SMS to the Lead's primary phone number
Email Lead's primary email address
Create a new Note
Open ‘X’ Integration Link (from Lead)
Open ‘X’ Integration Link (from Contact) for each Contact name on a Lead
Open ‘X’ Integration Link (from Opportunity) for each Opportunity on a Lead
Call/Log a Call/Email/SMS each Contact name on a Lead
Create a Task
Create an Opportunity
Create a Contact
Create a [Custom Activity name]
Add a Custom Field
Open address in Google Maps, and add a lead address
Update Lead Status